Create an Inbound Call Agent
Creation date: 6/10/2026 1:34 PM
Updated: 6/10/2026 1:51 PM
Overview
This article helps you create an agent that answers incoming calls on a phone number. You may need this when you want a phone line to answer questions, collect information, or route callers.
Before you begin
- You need access to Automated Calls.
- Your organization must have inbound agents enabled.
- You need a configured phone number.
Steps
- Click Config.
- Click Intelligence
- Click Automated Calls.
- Click Inbound.
- Click Add New Agent.
- Enter a value in Agent Name.
- Select a value in Phone Number.
- Enter information in Agent Knowledge Base.
- Select a value in Appointment Location if needed.
- Enter a value in Greeting.
- Enter a value in Goodbye if needed.
- Click Create Agent.
Troubleshooting
- If Create Agent is disabled, then make sure Agent Name, Phone Number, and Greeting are filled in.
- If the phone number you need is not listed, then confirm it is already configured for the client.